$80,000–$100,000/yr
- Respond to client requests with timeliness and accuracy.
- Assist Advisors with client meeting prep and follow-up tasks.
- Process account opening applications and transfer paperwork.
Alta Wealth Partners
1 open remote positions
Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. They have created a culture of success and a team that is dedicated to its clients.
Salary Distribution 1 of 1 jobs
$100,000
Min
$100,000
25th
$100,000
Median
$100,000
75th
$100,000
Max
Benefits Overview 1 of 1 jobs
401(k)
(1)
Health Insurance
(1)
PTO
(1)
Paid Holidays
(1)